BRWA
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B. Riley Wealth Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

B. Riley Wealth Advisors’s Portfolio BIZD Stock Details BIZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$455K Sell
27,367
-9,909
-27% -$163K 0.01% 730
2024
Q3 		$618K Sell
37,276
-2,655
-7% -$43.6K 0.02% 671
2024
Q2 		$683K Sell
39,931
-31,654
-44% -$533K 0.02% 683
2024
Q1 		$1.15M Buy
71,585
+12,841
+22% +$210K 0.03% 484
2023
Q4 		$942K Sell
58,744
-12,841
-18% -$201K 0.03% 549
2023
Q3 		$1.15M Sell
71,585
-1,802
-2% -$28.2K 0.03% 484
2023
Q2 		$1.13M Sell
73,387
-583
-0.8% -$8.53K 0.03% 523
2023
Q1 		$1.1M Buy
73,970
+188
+0.3% +$2.82K 0.03% 520
2022
Q4 		$1.04M Buy
73,782
+8,791
+14% +$128K 0.03% 519
2022
Q3 		$882K Buy
64,991
+5,422
+9% +$84.5K 0.03% 545
2022
Q2 		$900K Buy
59,569
+1,294
+2% +$21.2K 0.04% 452
2022
Q1 		$1.04M Buy
58,275
+1,965
+3% +$34.5K 0.03% 475
2021
Q4 		$970K Buy
56,310
+1,915
+4% +$33.2K 0.03% 540
2021
Q3 		$933K Buy
54,395
+4,333
+9% +$74.1K 0.03% 542
2021
Q2 		$860K Buy
50,062
+11,050
+28% +$187K 0.03% 564
2021
Q1 		$632K Buy
39,012
+3,081
+9% +$46.7K 0.02% 624
2020
Q4 		$494K Sell
35,931
-37,045
-51% -$477K 0.03% 542
2020
Q3 		$887K Buy
72,976
+33,493
+85% +$401K 0.05% 339
2020
Q2 		$480K Buy
39,483
+9,497
+32% +$105K 0.03% 474
2020
Q1 		$280K Buy
+29,986
New +$450K 0.02% 562

Other funds holding BIZD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return

B. Riley Wealth Advisors's BIZD Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its VanEck BDC Income ETF (BIZD) stake by 27% in Q4 2024, selling an estimated $163K and leaving 27,367 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #730.

B. Riley Wealth Advisors first reported a position in BIZD in Q1 2020 and has held it in 20 quarters since. The position peaked at $1.15M in Q1 2024. 223 funds tracked by Wall St. Rank hold BIZD as of Q4 2024.

  • B. Riley Wealth Advisors held 27,367 shares of VanEck BDC Income ETF worth $455K as of Q4 2024.
  • B. Riley Wealth Advisors sold 9,909 VanEck BDC Income ETF shares in Q4 2024, an estimated $163K.
  • VanEck BDC Income ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #730 holding.
  • B. Riley Wealth Advisors first reported a position in VanEck BDC Income ETF in Q1 2020 and has held it in 20 quarters since.
  • B. Riley Wealth Advisors's VanEck BDC Income ETF position peaked at $1.15M in Q1 2024.
  • 223 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.